Financial Solutions for Life
Many of our clients have been with us for over 30 years. Our long-term client relationships illustrate our specialty for helping our clients adapt their behavior to become smarter and more diligent investors.
Whether you are approaching retirement or working to build your family’s legacy, we want to help you by putting your goals in life first. As independent professionals, we work to deliver peace of mind, with you knowing that you are making the right financial decisions.
The expertise you want. The independent professional advice you need.
Our Wealth Consultants are CERTIFIED FINANCIAL PLANNER™ professionals, having met the highest educational standard in the financial planning industry.
Our firm is also backed by an independent broker/dealer, Commonwealth. That means our firm is independent — LifeTime Asset’s Wealth Consultants are free to act solely in your best interest, without bias or pressure to promote a certain product or strategy.
Join us for our annual Oktoberfest event! A client favorite, this event features fun, food, and of course, some great beverages to try. Oktoberfest 2020 will be held on October 1st, 2020. RSVP by contacting Kim at firstname.lastname@example.org.
Join us for an educational event focused on retirement planning. Based on content from MIT's AgeLab research center, this retirement planning symposium will include a research-backed retirement planning survey that can help predict how rich and satisfying YOUR retirement years will be. Don't miss this free educational symposium, hosted at the LifeTime Asset Management office ...
We look forward to hosting our clients and their guests at the Durham Bulls Athletic Park. Our 2020 event with the Durham Bulls will be held on May 7th. Clients, if you're interested in attending this fun event, please reach out to Kim at 919-845-5315. Play ball!
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LifeTime Asset participated in Tee It Up! For a Cure this past September, and they recently reached out to us to let us know with support of all participants $55,000 was raised to be equally distributed to the Breast Cancer Research programs at Duke, UNC and Wake Forest Universities! We are thankful for the opportunity ...
Our inaugural Next-Gen Symposium was a success! We discussed a variety of subjects such as student loans, smashing debt, credit, and mortgages. We already have our next one planned so if you’re a millennial or you know one that could benefit from it mark your calendar for February 18th, 2020! Also check out http://lifetimeasset.cents123.com/ for ...
LifeTime Asset Management is fortunate to have opportunities to give back to community partners, including:
Meals on Wheels
Wounded Warrior Project
Tee it up! for a cure